Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- trimmed+0.16
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 17.72% | 339,647 | $28M | held | — | 28 q |
| TDGTransDigm Group Incorporated | 15.48% | 24,308 | $25M | held | — | 28 q |
| GILGildan Activewear Inc. | 12.81% | 615,399 | $20M | held | — | 5 q |
| GOOGAlphabet Inc. Class C | 12.32% | 138,880 | $20M | held | — | 24 q |
| GWREGuidewire Software, Inc. | 10.26% | 149,435 | $16M | trimmed−9% | +0.16 pp | 13 q |
| CHTRCharter Comm Inc Del CL A New | 9.41% | 38,474 | $15M | added+8% | −1.33 pp | 25 q |
| FNFFidelity National Financial, Inc. | 8.67% | 270,000 | $14M | held | — | 3 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 8.03% | 1,105,928 | $13M | held | — | 28 q |
| LGIHLGI Homes, Inc. | 3.23% | 38,590 | $5M | new | +3.23 pp | new |
| HNRGHallador Energy Company | 2.07% | 372,664 | $3M | held | — | 28 q |